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Clarius Group LLC’s Hershey HSY Stock Holding History

Clarius Group LLC’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,135
Closed -$227K – 488
2023
Q3 		$227K Sell
1,135
-454
-29% -$102K 0.02% 407
2023
Q2 		$397K Buy
1,589
+31
+2% +$8.13K 0.03% 316
2023
Q1 		$396K Sell
1,558
-377
-19% -$88.6K 0.03% 306
2022
Q4 		$448K Buy
1,935
+51
+3% +$11.8K 0.04% 278
2022
Q3 		$415K Buy
1,884
+134
+8% +$30K 0.04% 256
2022
Q2 		$377K Buy
1,750
+200
+13% +$43.6K 0.04% 274
2022
Q1 		$300K Hold
1,550
– – 0.02% 361
2021
Q4 		$300K Buy
1,550
+207
+15% +$37.5K 0.02% 361
2021
Q3 		$227K Buy
1,343
+18
+1% +$3.18K 0.02% 384
2021
Q2 		$231K Buy
+1,325
New +$223K 0.02% 366

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Clarius Group LLC's HSY Position: Q4 2023 in Review

Clarius Group LLC sold out of Hershey (HSY) in Q4 2023, closing a stake of 1,135 shares — an estimated $227K sold.

Clarius Group LLC first reported a position in HSY in Q2 2021 and held it in 10 quarters. The position peaked at $448K in Q4 2022. 1,347 funds tracked by Wall St. Rank hold HSY as of Q4 2023.

  • Clarius Group LLC reported no remaining Hershey position as of Q4 2023 after selling out during the quarter.
  • Clarius Group LLC sold 1,135 Hershey shares in Q4 2023, an estimated $227K.
  • Clarius Group LLC first reported a position in Hershey in Q2 2021 and held it in 10 quarters.
  • Clarius Group LLC's Hershey position peaked at $448K in Q4 2022.
  • 1,347 funds tracked by Wall St. Rank held Hershey as of Q4 2023.

Based on Clarius Group LLC's 13F filing for Q4 2023, filed 29 Jan 2024.